See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,516 | $59,101-55.1% | $77,163-65.6% | $75,163-64.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 12.04% | 26.71%-14.7pp | 37.87%-25.8pp | 160.62%-148.6pp |
| Employer contribution / active EE | $965 | $1,995-51.6% | $2,535-61.9% | $2,670-63.8% |
| Participant deferral / active EE | $1,580 | $2,999-47.3% | $3,833-58.8% | $4,125-61.7% |
| Admin fee / account holder | $1,594 | $4,774-66.6% | $5,472-70.9% | $5,651-71.8% |